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Docusplit

Scan or import, parse, split, & annotate PDF & Image files natively

By Check21.com LLCDocument Generation

Rating
5.0
Reviews
2
Pricing
Paid
From $35 per user per month
Listed since
2021

About Docusplit

Easily manage all PDFs and images and save them to Salesforce records

Imagine using your usual PDF application directly in Salesforce: annotate, redact, split documents, select pages and instantly assign them to a record without ever leaving Salesforce. Save multiple page documents to a record or take a multiple page document and split it into individually saved documents.

With Docusplit, you can upload files from your computer, a scanner, or from within Salesforce. You can also upload email attachments (via Salesforce email queues), so you never have to worry about having sensitive documents saved on your local device.

Configure Docusplit to channel specific document types to their corresponding Salesforce records, streamlining the saving process. Designate dynamic naming conventions per document type to automatically generate file names. Add default or custom meta keywords to ensure all files are searchable throughout Salesforce. Manage all document rules and limitations easily.

Add and configure object fields on the Docusplit user interface to increase efficiency and automation.

Docusplit supports all TWAIN and WIA drivers.

Highlights

  • Scan or import documents directly in Salesforce • Increase security & compliance (HIPAA, PCI, SOC, etc.) by never scanning and saving documents locally • Upload from Salesforce records (i.e. email queues, Force.com/Comm. Cloud, etc.), or from your PC
  • Split and annotate documents in the app • Scan or upload multiple pages and easily split and save them into different Salesforce records • Annotate, highlight, markup, and redact
  • Customize & Automate • Restrict certain document types from being saved to incorrect objects • Designate file names & formats with specific naming conventions per document type • Configure & execute workflow rules on "save" • Update fields on "save"

Screenshots and videos

Scan/Import, Edit, and Save

Image 1 of 11

Scan/Import, Edit, and Save

Pricing

Paid, from $35 per user per month.

Docusplit plans
PlanPriceBilled
Docusplit$35 per userMonthly
Docusplit$3,500 per companyMonthly

The publisher offers discounts.

Compatibility

Requires
  • Sales Cloud
Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
  • Salesforce Platform
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on September 30, 2021
Languages
  • English

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